-24.7%
ALLT vs VT
+59.8%
-84.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +0.7% |
| 7D | +3.6% | -0.7% | +4.3% | +4.6% |
| 30D | +2.4% | -1.7% | +4.1% | +5.0% |
| 3M | +11.8% | -2.3% | +14.2% | +15.4% |
| 6M | +14.1% | +1.5% | +12.6% | +12.0% |
| YTD | -8.7% | +12.0% | -20.8% | -21.1% |
| 1Y | -1.6% | +12.9% | -14.5% | -15.7% |
| 3Y | +490.1% | +74.9% | +415.2% | +222.8% |
| 5Y | -24.7% | +59.9% | -84.6% | -49.9% |
| All | -24.7% | +59.8% | -84.4% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling